ASML处于半导体最_老虎社区_美港股上老虎

2024-10-17

ASML处于半导体最上游，过去几年属于非正常增长，随着晶圆厂产能布局完成，逐步形成产能过剩。而整体芯片需求除了AI，其他并无大的增长，但集成电路产业因为AI带来的变革还在继续。半导体长期看好。

高通业绩表现超预期，但市场担忧苹果“去高通化”冲击，夜盘跌超3%；同时受AI数据中心芯片设计需求激增推动，Arm公布第二财季业绩与第三季指引均超预期，GAAP口径下净利润翻倍，盘后股价一度跳涨5%。【高通下跌，Arm上涨！大家有押对吗？你看好哪家后市表现？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":360845713354768,"tweetId":"360845713354768","gmtCreate":1729122328172,"gmtModify":1729122330444,"author":{"id":3513568955784827,"idStr":"3513568955784827","authorId":3513568955784827,"authorIdStr":"3513568955784827","name":"kichy","avatar":"https://static.tigerbbs.com/c07c73822cce2df1e636eab74d02551a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"0a81fa621ad948bda8a6607479a1600b","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"高通下跌，Arm上涨！你有押对吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0a81fa621ad948bda8a6607479a1600b}&rnconfig={\"headerBarHidden\": true}","description":"高通业绩表现超预期，但市场担忧苹果“去高通化”冲击，夜盘跌超3%；同时受AI数据中心芯片设计需求激增推动，Arm公布第二财季业绩与第三季指引均超预期，GAAP口径下净利润翻倍，盘后股价一度跳涨5%。【高通下跌，Arm上涨！大家有押对吗？你看好哪家后市表现？】","image":"https://static.tigerbbs.com/974910dc085bd58494f3eeb204acc64e"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>ASML处于半导体最上游，过去几年属于非正常增长，随着晶圆厂产能布局完成，逐步形成产能过剩。而整体芯片需求除了AI，其他并无大的增长，但集成电路产业因为AI带来的变革还在继续。半导体长期看好。</p></body></html>","htmlText":"<html><head></head><body><p>ASML处于半导体最上游，过去几年属于非正常增长，随着晶圆厂产能布局完成，逐步形成产能过剩。而整体芯片需求除了AI，其他并无大的增长，但集成电路产业因为AI带来的变革还在继续。半导体长期看好。</p></body></html>","text":"ASML处于半导体最上游，过去几年属于非正常增长，随着晶圆厂产能布局完成，逐步形成产能过剩。而整体芯片需求除了AI，其他并无大的增长，但集成电路产业因为AI带来的变革还在继续。半导体长期看好。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/360845713354768","repostId":0,"isVote":1,"tweetType":1,"viewCount":1955,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":176,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/360845713354768"}